Lead-to-CashRevenue Visibility

Management experience

Executive Overview
Customer Journeys

Sales objects

Leads
Persons (Contacts)
Accounts
Opportunities
Quotes
Orders
Contracts
Subscriptions
Assets

Setup

Data Quality
Integrations
Administration

Management Experience

Deal journey

Renewal - Ivanti Workspace Manager with Neurons 1 Yr Renewal

Back to opportunity

Contract valueUSD 35,000.00

Lead age3 days so far

Events recorded3

Stages cleared1 of 8

GHL Lead
Salesforce Lead
Account / Contact / Opportunity
QuotePresented, not yet accepted
Won
Order(s) booked
Invoiced
Paid

Deal opened
Deal
USD 35,000.00
Oct 8, 2026, 12:38 PM
StatusNot startedOpen
Technical details
Event code
OpportunityCreated
Record type

Sales.Opportunity

Record id

01a15de4-7ec2-7ec1-8201-98735d774d24

Observed by the platform

Oct 21, 2026, 2:56 AM

Recorded

Oct 21, 2026, 2:56 AM

Same day as the previous step

Quote drafted

Quote

USD 35,000.00

Oct 8, 2026, 12:38 PM

StatusNot startedDraft

Technical details

Event code: QuoteCreated
Record type: Quoting.Quote
Record id: 01a15de4-9116-7989-80da-f9e88508bee4
Observed by the platform: Oct 21, 2026, 2:57 AM
Recorded: Oct 21, 2026, 2:57 AM

3 days after the previous step

Deal moved to a new stage

Deal

No value recorded

Oct 12, 2026, 8:50 AM

StageOpenQualify

Technical details

Event code: OpportunityStageChanged
Record type: Sales.Opportunity
Record id: 01a15de4-7ec2-7ec1-8201-98735d774d24
Observed by the platform: Oct 12, 2026, 8:50 AM
Recorded: Oct 21, 2026, 2:57 AM